Topic: Industry Knowledge | Investment Strategy | Market Commentary | Private Capital
For the third year in a row, Commonfund Capital conducted a year-end annual survey of institutional investors to gauge their sentiment about...
Read nowTopic: Industry Knowledge | Market Commentary
As we enter the 12th year of economic expansion since the Great Financial Crisis, investors continue to wonder whether 2020 will be the year when...
Read nowTopic: Investment Strategy | Market Commentary | Responsible Investing
Investment strategy influenced by altruistic intentions -- broadly, impact investing -- has long held sway in a small number of portfolios...
Read nowTopic: Investment Strategy | Market Commentary
As another year draws to a close, we reflect on the last twelve months and see that once again the markets rallied, the domestic economy remained resilient, and the world continued to spin. While occasional bouts of volatility and unsettling news flow briefly rattled investors in both late spring and summer, one tune continued to play in our head… “The Song Remains the Same” by Led Zeppelin.
Read NowTopic: Market Commentary
The November non-farm payrolls report far exceeded investor expectation and bolstered the perception that the domestic economy continues to grow...
Read nowTopic: Market Commentary
U.S. equities reached an all-time high at the end of October as downside fears abated and risk-on sentiment improved. Among the positives...
Read nowTopic: Market Commentary
The overhang of a U.S.-China trade war has weighed on the risk markets all year. Despite this, equity market returns have been strong in 2019 and the recent news of a “Phase 1” trade deal being negotiated has propelled the S&P 500 to its best returns since 2013. The movement towards a trade deal may also be a sign that the world’s second largest economy, China, may be struggling to maintain...
Read nowTopic: Industry Knowledge | Investment Strategy | Market Commentary | Private Capital
During the week of October 14th, 2019 Commonfund Institute hosted our first Forum outside of the United States in Tokyo, Japan.
Read nowTopic: Market Commentary
An obscure but very large part of the financial markets caused a stir in late September. Lending rates spiked in the repurchase (repo) markets...
Read nowTopic: Market Commentary
Lately, there has been quite a bit of hand-wringing by the financial media about the yield curve inversion. It seems that many prognosticators believe...
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